Tag Archive for "estate" | Davis Law Group, P.C.

My Loved One Has Died – What Do I Do Now?

When a family member or other loved one dies, grief and shock can sometimes be overwhelming.

The last thing most people want to think about is making phone calls or funeral arrangements. Some things do not need to be done immediately, but there are some steps that should be taken soon after the loss of your...

April 1, 2021

Douglas Davis

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Estate Planning & Administration

757, arrangements, attorney, beneficiary, Chesapeake, coastal virginia, counsel, Currituck, Davis Law Group, death, DLG, dlgva, estate, estate law, estate planning, funeral, greenbrier, Hampton Roads, hrva, Law, lawyer, legal, Moyock, nc, Norfolk, North Carolina, northeastern North Carolina, obx, Outer Banks, Portsmouth, probate, southeastern virginia, Suffolk, Tidewater, trust administration, trustee, va, Virginia, Virginia Beach, will, wills and trusts

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How to Include Noncitizens in Your Estate Plan

With our society becoming increasingly mobile and international travel becoming more affordable than ever before, families and family-like relationships have steadily grown far more diverse in terms of citizenship.

It is no longer uncommon for spouses from different countries to retain citizenship in their native countries. Many couples split their time between the United States and...

March 3, 2021

Douglas Davis

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Davis Law Group

757, attorney, beneficiary, best attorney in chesapeake, Chesapeake, citizenship, coastal virginia, COVA, Currituck, currituck county, dare county, Davis Law Group, estate, estate plan, estate planning, foreign, foreign beneficiary, foreign family, Hampton Roads, hrva, Law, lawyer, legal, Moyock, nc, noncitizen, Norfolk, North Carolina, northeastern North Carolina, Outer Banks, Portsmouth, power of attorney, southeastern virginia, Suffolk, Tidewater, trust, trust administration, trustee, us citizen, va, Virginia, Virginia Beach, will

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Loan, Gift, or Advancement: Why the Classification Matters

While we all want to provide financial help to our loved ones—whether they are family or close friends—it is important to understand that how the money is classified will directly affect your estate planning.

Accordingly, the intent behind the transfer of the money is key when determining if it will be considered a loan, gift, or...

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January 27, 2021

Douglas Davis

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Davis Law Group

757, advancement, aid, beneficiaries, Chesapeake, coastal virginia, counsel, currituck county, dare county, Davis Law Group, estate, estate attorney, estate planning, financial planning, gift, greenbrier, Hampton Roads, hrva, inherit, inheritance, Law, lawyer, legal, loan, nc, Norfolk, North Carolina, northeast north carolina, Outer Banks, Portsmouth, southeastern virginia, Suffolk, Tidewater, trust, trust administration, va, Virginia, Virginia Beach, will

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What Is a Medallion Signature Guarantee, and Do I Need One?

Upon seeing the words medallion signature guarantee (MSG), you may envision some shiny grand medallion, signifying a level of greatness few attain.
However, that is far from what this guarantee means. An MSG is a unique tool used to protect the transfer of certain accounts and property from fraudulent transfers and is often required during the...
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January 6, 2021

Douglas Davis

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Estate Planning & Administration

757, attorney, bank, bank security, banking, bonds, Chesapeake, coastal virginia, counsel, Currituck, Davis Law Group, Elizabeth City, estate, estate law, estate planning, financial, funds, greenbrier, heir, hrva, inheritance, lawyer, legal, medallion signature guarantee, money, Moyock, msg, nc, Norfolk, North Carolina, northeastern North Carolina, Portsmouth, securities, southeast Virginia, stocks, Suffolk, Tidewater, transfer, trust, va, Virginia, Virginia Beach, will

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Tag Archives: estate

My Loved One Has Died – What Do I Do Now?

When a family member or other loved one dies, grief and shock can sometimes be overwhelming.

How to Include Noncitizens in Your Estate Plan

With our society becoming increasingly mobile and international travel becoming more affordable than ever before, families and family-like relationships have steadily grown far more diverse in terms of citizenship.

Loan, Gift, or Advancement: Why the Classification Matters

While we all want to provide financial help to our loved ones—whether they are family or close friends—it is important to understand that how the money is classified will directly affect your estate planning.

What Is a Medallion Signature Guarantee, and Do I Need One?

Upon seeing the words medallion signature guarantee (MSG), you may envision some shiny grand medallion, signifying a level of greatness few attain.

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